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Tech & Innovation·July 31, 2026·1 min read

Chip War, Stanford University: Scarlet & Tom's Must-Read Books

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The fact that chip supply and geopolitics are now "must-read" for mainstream finance media is a reminder that compute is a macro variable, not a background input. If your roadmap assumes cheap, unconstrained AI hardware, you need a parallel plan for pricing power, allocation risk, and jurisdictional exposure.